+440.3%
AXP vs GIS
-17.6%
+457.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.8% | +2.8% | +1.3% |
| 7D | -1.1% | +0.4% | -1.5% | -1.2% |
| 30D | +5.2% | +10.1% | -4.8% | +3.6% |
| 3M | -4.6% | -3.7% | -0.9% | -4.2% |
| 6M | +3.2% | +4.3% | -1.0% | +2.1% |
| YTD | -11.3% | -19.8% | +8.5% | -8.9% |
| 1Y | -11.0% | -20.5% | +9.5% | -8.5% |
| 3Y | +120.2% | -38.3% | +158.5% | +134.4% |
| 5Y | +91.7% | -32.2% | +123.9% | +97.8% |
| 10Y | +440.3% | -18.0% | +458.3% | +408.1% |
| All | +440.3% | -17.6% | +457.9% | +408.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded GIS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling